The University Record, September 10, 1997
Average Annual Total Returns as of June 30, 1997
Equity Funds |
1 Year |
3 Years |
5 Years |
10 Years |
Standard & Poor’s 500 Stock Index |
34.7% |
28.9% |
19.8% |
14.6% |
Fidelity Low-Priced Stock |
27.5 |
23.2 |
21.1 |
N.A |
Fidelity OTC Portfolio |
19.6 |
24.9 |
17.8 |
15.0 |
Lipper Capital Appreciation Funds Average |
14.4 |
20.5 |
16.4 |
11.9 |
Calvert Social Investment Equity Portfolio* |
25.4 |
16.7 |
11.1 |
N.A |
C.R.E.F. Equity Index Account |
30.4 |
26.7 |
N.A |
N.A |
C.R.E.F. Growth Account |
32.0 |
28.6 |
N.A |
N.A |
C.R.E.F. Social Choice Account |
24.3 |
20.1 |
15.2 |
N.A |
C.R.E.F. Stock Account |
27.4 |
23.2 |
17.5 |
12.9 |
Fidelity Blue Chip Growth |
28.6 |
23.2 |
21.4 |
N.A |
Fidelity Capital Appreciation |
26.7 |
19.0 |
17.2 |
13.4 |
Fidelity Contrafund |
24.3 |
24.3 |
20.1 |
18.4 |
Fidelity Disciplined Equity |
25.9 |
22.2 |
17.3 |
N.A |
Fidelity |
28.0 |
25.3 |
19.4 |
13.8 |
Fidelity Growth Company |
19.1 |
24.5 |
19.8 |
16.8 |
Fidelity Growth & Income |
29.8 |
26.1 |
20.5 |
16.6 |
Fidelity Magellan |
25.9 |
22.8 |
18.3 |
15.3 |
Fidelity Retirement Growth |
16.9 |
16.4 |
16.0 |
12.8 |
Fidelity Trend |
17.9 |
16.6 |
15.3 |
12.0 |
Fidelity U.S. Equity Index |
34.3 |
28.5 |
19.5 |
N.A |
Lipper Growth Funds Average |
24.0 |
23.1 |
17.3 |
13.1 |
Fidelity Convertible Securities |
14.2 |
15.6 |
14.0 |
13.9 |
Fidelity Equity-Income |
30.4 |
23.9 |
19.8 |
13.6 |
Fidelity Equity Income II |
26.7 |
20.9 |
18.6 |
N.A |
Fidelity Value |
24.5 |
21.3 |
20.2 |
14.2 |
Lipper Growth & Income Funds Average |
28.1 |
23.6 |
17.4 |
12.8 |
C.R.E.F. Global Equities |
24.5 |
18.3 |
17.5 |
N.A |
Fidelity Canada |
16.7 |
12.4 |
9.7 |
N.A |
Fidelity Emerging Markets |
-6.2 |
2.0 |
8.3 |
N.A |
Fidelity Europe |
26.6 |
21.8 |
15.4 |
10.1 |
Fidelity International Growth & Income |
18.1 |
11.2 |
11.1 |
8.0 |
Fidelity Japan |
-1.3 |
-3.1 |
N.A |
N.A |
Fidelity Overseas |
22.4 |
12.2 |
11.4 |
7.5 |
Fidelity Pacific Basin |
2.1 |
-0.9 |
9.5 |
3.4 |
Fidelity World-Wide |
22.3 |
13.4 |
15.2 |
N.A |
MSCI EAFE (International) Index |
12.8 |
9.1 |
12.8 |
6.6 |
MSCI Emerging Markets Free Index |
12.8 |
7.0 |
14.8 |
N.A |
Bond Funds |
1 Year |
3 Years |
5 Years |
10 Years |
Lehman Bros. Govt/Corporate Bond Index |
7.8% |
8.3% |
7.2% |
8.7% |
Salomon Brothers High-Grade Index |
9.3 |
10.3 |
8.5 |
10.0 |
Calvert Income* |
8.1 |
8.3 |
6.9 |
8.7 |
Calvert Social Investment Bond* |
7.6 |
7.4 |
6.7 |
N.A |
C.R.E.F. Bond Market |
8.0 |
8.1 |
7.0 |
N.A |
Fidelity Investment Grade Bond |
7.6 |
7.1 |
7.2 |
8.6 |
Fidelity Ginnie Mae |
8.6 |
8.7 |
6.4 |
8.2 |
Fidelity Global Bond |
2.8 |
2.7 |
2.2 |
N.A |
Fidelity Capital & Income |
12.8 |
10.3 |
11.8 |
10.7 |
Fidelity Intermediate Bond |
6.8 |
6.7 |
6.5 |
7.8 |
Fidelity Mortgage Securities |
8.8 |
9.2 |
7.2 |
8.6 |
Fidelity Short-Term Bond |
6.3 |
5.4 |
4.9 |
6.8 |
Fidelity U.S. Bond Index |
8.0 |
8.3 |
7.2 |
N.A |
TIAA Premium Growth Rate |
7.2 |
N.A |
7.3 |
8.1 |
Money Market Funds |
1 Year |
3 Years |
5 Years |
10 Years |
91-Day Treasury Bills |
5.3 |
5.4 |
4.6 |
5.7 |
Calvert First Government Money Market* |
4.7 |
4.9 |
4.8 |
4.0 |
Calvert Social Investment Money Market* |
6.1 |
5.3 |
4.2 |
5.5 |
C.R.E.F. Money Market |
5.4 |
5.4 |
4.5 |
N.A |
Fidelity Cash Reserves |
5.2 |
5.3 |
4.4 |
5.7 |
Fidelity Retirement Government Money Mkt |
5.3 |
5.3 |
4.4 |
N.A |
Fidelity U.S. Government Reserves |
5.1 |
5.1 |
4.8 |
5.8 |
Retirement Money Market |
5.3 |
5.4 |
4.5 |
N.A |
Balanced Funds |
1 Year |
3 Years |
5 Years |
10 Years |
Calvert Social Invest Managed Growth* |
18.4 |
14.6 |
10.6 |
9.0 |
Fidelity Asset Manager |
20.3 |
13.9 |
12.7 |
N.A |
Fidelity Asset Manager: Growth |
25.5 |
16.8 |
16.2 |
N.A |
To assist faculty and staff in making choices among the many retirement investment options, the Record publishes this table several times a year. Faculty and staff should contact the companies directly for fund information and prospectuses: TIAA-CREF, 1-800-842-2776; Fidelity, 1-800-368-2745.
Information on fund transfers is available from the Benefits Office, 763-1214 (central campus) or 764-6584 (medical campus), or the three companies.